Add Reports to a Custom Dashboard
There are two ways to add elements to a dashboard:
Option 1: Pin a report to a dashboard via the report’s menu
You can pin any report to an existing dashboard, via the menu on that report.
This will open a popup, where you can select which dashboard you’d like to pin the report to. Note that, any chart-level selections (e.g., Classifiers, Topics) will be preserved when pinning to a dashboard.
Option 2: +Add Cards menu
Within any custom Signals Dashboard, click +Add Card, either in the center of the screen in a new or "empty" Dashboard, or in the top right corner.
This will open a popup, where you can select which reports you would like to add to your custom dashboard. Select your desired report(s), then click Add Card(s) to Dashboard.
Group by Hierarchy on Conversations Over Time report
You have the ability to group by Hierarchy on the Conversations Over Time report. Here's how:
Follow the steps above to add Conversations Over Time report to a custom dashboard in Signals.
In the three-dot menu of the report, select Report Configuration
In Group by section, choose the Hierarchies you would like to group the data by. You can select a maximum of 50 Hierarchies.
Click Save! You’ll now see the conversations over time data grouped by hierarchy.
Add Notes to Custom Dashboards
In addition to reports and insights cards, you can add free-text notes directly to your custom dashboards. Whether it's highlighting a key insight, capturing a compelling quote, or tracking action items, this capability helps bring more context and storytelling into your data views.
To add a note to your custom dashboard, follow these steps:
Select Add Card in the top right corner.
Select Custom Text from the right panel.
Input your notes and click Add Card(s) to Dashboard.
Add Montages to a Custom Dashboard
Highlight the voice of the customer directly in your dashboard by adding a Montage.
To add a Montage to your custom dashboard, follow these steps:
Select Add Card in the top right corner.
Select Montages and adjust the date range to browse and add to your dashboard, then click Add Card(s) to Dashboard.
Once added, you can rename the Montage on the dashboard to reflect the context of the dashboard. This will only change the display name on that dashboard, but will not change the montage name anywhere else in the platform.
To do so, select the three dots in the right corner of the Montage, then select Edit.
Rename your Montage, and click Save.
Add Insights Cards to a Custom Dashboards
Adding Insights Cards gives you a quick snapshot of the data in your dashboard.
To add Insights Cards to your custom dashboard, follow these steps:
Select Add Card in the top right corner.
Select Insights, then click Add Card(s) to Dashboard.
